Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ADVANCED MANUFACTURING & SALES
EIN 57-1219622electrical/electronic manufacturingLatest filing 2025
Plans
2
Retirement
2
$967K assets
Welfare
0
Participants
38
26826 VISTA TERRACE - LAKE FOREST, CA 92630949-837-2739LinkedIn1-10 employeeselectrical/electronic manufacturing
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $967K assets / 38 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ADVANCED MANUFACTURING & SALES CASH BALANCE PLAN
CashBalance
Assets$691K
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ADVANCED MANUFACTURING & SALES PROFIT SHARING PLAN
ProfitSharing
Assets$276K
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ADVANCED MANUFACTURING & SALES CASH BALANCE PLAN | CashBalance | $691K | 19 | 2024 | |
| 002 | ADVANCED MANUFACTURING & SALES PROFIT SHARING PLAN | ProfitSharing | $276K | 19 | 2025 |
Retirement plans